Filed December 2, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6 years Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $86,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,901 | $49,468-15.3% | $150,298-72.1% | $103,975-59.7% |
| Participation rate | 33.3% | 58.1%-24.8pp | 77.8%-44.5pp | 72.5%-39.2pp |
| Annual return | 17.63% | 38.98%-21.4pp | 62.79%-45.2pp | 19.41%-1.8pp |
| Employer contribution / active EE | $814 | $1,670-51.2% | $4,154-80.4% | $3,722-78.1% |
| Participant deferral / active EE | $1,574 | $2,650-40.6% | $5,453-71.1% | $5,343-70.5% |
| Admin fee / account holder | $208 | $385-45.9% | $14,116-98.5% | $332-37.4% |